Settings and activity
15 results found
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23 votes
Fiona Stokes
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186 votes
Hey community, we know how this feature would really help reduce manual work, make reconciliation smoother, and give you more confidence when processing your bills, and managing orders.
Some customers have shared a possible solution for the time being of using the bill’s reference field for the PO number. We know this isn’t perfect, but might help in the interim.
I’m pleased to share that we’re refreshing purchase orders at present, and taking on board all the feedback surrounding the top requests from our customers in these forums.
Linkage between Purchase orders and Bills is a high focus for our team in this space. While we can’t give timelines atm, we’ll move the idea to In discovery and keep you updated as work progresses. 😊
Fiona Stokes
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153 votesFiona Stokes
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20 votesFiona Stokes
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32 votesFiona Stokes
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258 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Fiona Stokes
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51 votesFiona Stokes
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256 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
An error occurred while saving the comment Fiona Stokes
supported this idea
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An error occurred while saving the comment Fiona Stokes
commented
Purchase Orders To Show Reducing Balances When Bills Are Created Against Them.
Some POs are Billed against over months or years so it would be a game-changer for current POs to show the reducing balance as each Bill is created against it, ideally line by line. Also to be able to link a new PO to an existing Bill would be helpful when one happens before the other - life happens.An error occurred while saving the comment Fiona Stokes
commented
Purchase Orders To Show Reducing Balances When Bills Are Created Against Them.
Some POs are Billed against over months or years so it would be a game-changer for current POs to show the reducing balance as each Bill is created against it.An error occurred while saving the comment Fiona Stokes
commented
Purchase Orders To Show Reducing Balances When Bills Are Created Against Them.
Some POs are Billed against over months or years so it would be a game-changer for current POs to show the reducing balance as each Bill is created against it. -
10 votesFiona Stokes
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122 votesFiona Stokes
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An error occurred while saving the comment Fiona Stokes
commented
We often raise a PO which is invoiced to us over months, sometimes years before clearing the PO. We could REALLY do with an added PO function which reduces the PO balance as each Bill is created against it. This would be a game changer!
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60 votes
Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
Fiona Stokes
supported this idea
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148 votes
Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.
As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.
Fiona Stokes
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An error occurred while saving the comment Fiona Stokes
commented
This would be great - especially if you could identify at the time which ones are paid by Direct Debit to make it easier to run reports excluding Direct Debit suppliers as this is not currently possible without a work-around.
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214 votes
Hi community, thanks for your support and engagement on this idea. We acknowledge your desire for enhancements in how you can Budget and forecast reporting within Xero, and being able to mirror custom Profit & Loss report layouts you've created.
While we understand the needs expressed by you here, we want to be open that we don't have immediate plans for developing this tool.
We're continuing to look ahead and assess the base needs of our customers when it comes to budgeting and working in Xero and will keep you updated of any upcoming developments that could support in your needs here. Thanks for your continued feedback and support through Xero Product ideas.
Fiona Stokes
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51 votesFiona Stokes
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3 votes
An error occurred while saving the comment Fiona Stokes
commented
We are having a similar issue. Having the option to de-select Groups as you can Contacts when running a report would be amazing. Again, it's a crucial option to have to avoid accidentally duplicating payments.
Fiona Stokes
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Please give us the ability to bill from individual PO lines or even partial billing against one/more lines and retain only the un-billed lines/balances of those lines on the PO.